Quote Item Adjustment

Quote items can be adjusted even after a quote has been awarded. This could happen on closing day when a vendor sends in a last minute discount. For example, vendor 3 has sent in a 10% discount on piping materials. This percentage discount is applied to the vendor 3 quote by entering the 10% in the Condition Adjustment column.

Step by Step — Quote item adjustment

From the Ribbon, select the Quote tab.

  1. Under the Quote Comparison and Award section, select Resources.

  2. Locate a Vendor column.

  3. Select the quote you want to edit under the vendor column. In the Ribbon, select the Actions tab.

  4. Under the Quotes section, select Edit Quote. You can also right-click and select Edit Quote. This launches the Quote Record.

  5. You can make Condition Adjustments by a percentage or an amount. Select the field to adjust the percentage or amount of the Condition Adjustments.

  6. Items adjustments can be applied individually or by using the multi-edit function. Select multiple resources in the Quote Record, then right-click and select Open. This opens the Quote Resource Item Record.

  7. If you populate a 10% discount adjustment to all of the items selected using the multi-edit tool, the amount value changes to “Varies”. This is because of the variance in the unit rates for each selected item.

  8. Click Ok to save the changes to the line items in the Quote record and to save the Quote.